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Morningstar

Victory Tax-Exempt Y RSTYX

Morningstar Analyst Rating
Quantitative rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 8.50  /  0.22 %
  • Total Assets 37.2 Mil
  • Adj. Expense Ratio
    0.690%
  • Expense Ratio 0.690%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Muni National Long
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 3.76%
  • Effective Duration 8.41 years

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 1:00 AM GMT+00:00

Morningstar’s Analysis RSTYX

Will RSTYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RSTYX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the RSTYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of RSTYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Victory Tax-Exempt Y to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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